Adding Notes to a Contact Record
Adding notes to a Contact is an excellent way to keep track of information that doesn't fit into the other information fields available in a Contact Record. You can add any text that you need: keeping track of the content of your conversations, information about family and recent events, information about a personalized mailout you sent, or anything else you like.
To view and add notes, open the Contact Record and click the Summary tab.
On the left is the Notes area, which is divided into three Sub-Tabs: Contact Notes, Listing Notes, and Closing Notes.
Contact Notes
The Contact Notes sub-tab allows you to add notes that are associated with the Primary Contact, Lead Information (if the contact is also a Lead), or any of their Properties. At the top of the notes list is a pull-down menu which will allow you to select which type of notes you would like to display. By default, it is set to display All Types of notes.
To add a new note:
- Using the Type pull-down menu, select which type of note you would like to create: Primary Contact, Lead Info, or one of their properties.
- Click in the New Note text area and type the note.
- The date is automatically added by default, to change the date click in the date field and select a new date from the pop-up calendar.
- The time is automatically added by default, to change the time click in the time field and select a new time from the drop down menu.
- The name associated with the account you are currently logged in as is selected as the creator of the note. To change the name click on the By drop down menu and select the name who created the note.
- When finished, click Save Note.
Tip: If you consistently add the same note to multiple contacts, you can add the text to a Note List. Click Select Note from List, then click Add. You can then create the name of the note, enter the note text, and save. In the future, this note will be available the next time you click Select Note from List from within any contact record.
Listing and Closing Notes
If this Contact has any associated Listings or Closings, you can add notes to these sections that are specific to that Listing or Closing. Adding notes works the same way as when creating Contact Notes, with the addition that these notes will also be accessible from within the Listing or Closing Record. There is also the ability to print all of the Listing and Closing notes by clicking the Print Notes link.
Editing and Deleting Notes
After a note is created, you can edit its content, or delete it. Click on the note to open the note for editing, or click the Delete icon 
to permanently delete the note.
